TDI Podcast: Prospective Perspective (#954)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 4 January 2026
⏱️ 63 minutes
🧾️ Download transcript
Summary
Prospective Perspective – we are looking ahead by looking back.
A new year – what may drive returns into 2026.
So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025.
Learn More at http://www.ibkr.com/funds
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (SPY), (RTX), (NOC), (SHLD), (GLD)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers, and it's 2026, and are you ready to take control of your financial future? |
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| 0:35.7 | assumptions. |
| 0:36.6 | Get deep portfolio insights with detailed risk assessments and compare performance against more than 300 benchmarks. |
| 0:44.8 | Plus, manage with confidence thanks to GIP's verified returns. |
| 0:49.1 | Are you ready to get started? |
| 0:50.6 | Sign up for a portfolio analyst free for everyone at iBKR.com slash free PA. Interactive brokers. |
| 1:01.1 | The best informed investors choose IBKR, member SIPC. |
| 1:08.1 | The disciplined investor is all about you, your money, and the markets. |
| 1:12.9 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:18.5 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:23.5 | If you're looking for a portfolio manager, look no further. |
| 1:27.0 | Horowitz and Company, from seed through harvest, cultivating financial success. |
| 1:36.3 | Prospective, perspective. |
| 1:38.2 | We are looking ahead by looking back. |
| 1:41.3 | A new year, what may drive returns into 2006? And so many guests throughout the year, so much wisdom, we kick off |
| 1:50.1 | another great year of the TDI podcast. All this and much more on episode number |
| 1:56.1 | 954 of the Disciplined Investor Podcast. |
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